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Washington Trust’s New Jersey Resources NJR Stock Holding History

Washington Trust’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,376
Closed -$117K – 552
2025
Q1 		$117K Buy
+2,376
New +$113K ﹤0.01% 304
2022
Q1 		– Sell
-57
Closed -$2K – 976
2021
Q4 		$2K Buy
+57
New +$2.2K ﹤0.01% 845

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Washington Trust's NJR Position: Q2 2025 in Review

Washington Trust sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 2,376 shares — an estimated $117K sold.

Washington Trust first reported a position in NJR in Q4 2021 and held it in 2 quarters. The position peaked at $117K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Washington Trust reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 2,376 New Jersey Resources shares in Q2 2025, an estimated $117K.
  • Washington Trust first reported a position in New Jersey Resources in Q4 2021 and held it in 2 quarters.
  • Washington Trust's New Jersey Resources position peaked at $117K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.